The item peek: open a record
Click any record and it opens in a panel over your view — the peek. A table shows the columns that fit; the peek shows everything.
What is in it
- Every field, including ones hidden in the current view. Edit any of them in place.
- Comments — the discussion about this record, kept with the record instead of in chat.
- Attachments — files that belong to it.
- History — what changed, when and by whom.
Comments and mentions
Type @ and a name to mention someone. They get notified and can reply from wherever they are.
The reason to comment here rather than message someone: in six months the question and the answer are still attached to the record. A chat message is gone.
History answers "who changed this?"
When a status moved or a date shifted and nobody remembers why, the history is the fastest way to settle it — without asking anyone.
Notes
- Editing in the peek edits the record itself — every view updates immediately.
- Which fields you can edit depends on your role; read-only access shows the same panel without editing.
Related: Table view · Build a sheet with custom fields
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